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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,108 | $167,030-14.9% | $135,768+4.7% | $155,188-8.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.25% | 678.39%-666.1pp | 526.10%-513.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,678 | $4,528+69.6% | $3,977+93.1% | $6,531+17.6% |
| Admin fee / account holder | $991 | $8,172-87.9% | $7,048-85.9% | $14,480-93.2% |